How to apply

Before proceeding to the application you should ensure that your client has been provided with

Please ensure your client has been issued with a copy of our Important Notes for Applications

 

What you need to apply

  • Signed application form
  • Signed lifetime allowance form
  • Completed discharge forms
  • Bank details for payment of pension commencement lump sum and income payments
  • Income withdrawals details (if income being taken)
  • Completed Confirmation of Verification of Identity
  • Bank details. If you are supplying bank or building society account details online on behalf of your client, your client must be the account holder and must also be the only person required to authorise debits from the account

 

Apply online


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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

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